Civic Intelligence

Stertz Famly Foundation

EIN 26-1607840 • Centerport, NY

7 Cobblestone CourtCenterport, NY 11721
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2024

Net Margin

41st percentile

-3.0%

Higher net margin than 41% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

<$500k nonprofits • Source year 2024

Asset Growth

54th percentile

-0.1%

Faster asset growth than 54% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2024

Revenue Growth

61st percentile

7.8%

Faster revenue growth than 61% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$253,850

Down $1,684 (-0.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$253,850

Down $1,684 (-0.7%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin41st percentile

Revenue

Down

$56,204

Down $84 (-0.1%) from 2023

Expenses

Up

$57,888

Up $2,733 (+5.0%) from 2023

Net Income

Down

-$1,684

Down $2,817 (-249%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth54th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2010: $393,098Liabilities 2010: $0Net Assets 2010: $393,0982010Assets 2011: $362,879Liabilities 2011: $0Net Assets 2011: $362,8792011Assets 2012: $372,265Liabilities 2012: $0Net Assets 2012: $372,2652012Assets 2013: $361,854Liabilities 2013: $0Net Assets 2013: $361,8542013Assets 2014: $360,882Liabilities 2014: $0Net Assets 2014: $360,8822014Assets 2015: $382,613Liabilities 2015: $0Net Assets 2015: $382,6132015Assets 2016: $384,614Liabilities 2016: $0Net Assets 2016: $384,6142016Assets 2017: $364,174Liabilities 2017: $0Net Assets 2017: $364,1742017Assets 2018: $322,333Liabilities 2018: $0Net Assets 2018: $322,3332018Assets 2019: $315,788Liabilities 2019: $0Net Assets 2019: $315,7882019Assets 2020: $292,350Liabilities 2020: $0Net Assets 2020: $292,3502020Assets 2021: $302,744Liabilities 2021: $0Net Assets 2021: $302,7442021Assets 2022: $254,401Liabilities 2022: $0Net Assets 2022: $254,4012022Assets 2023: $255,534Liabilities 2023: $0Net Assets 2023: $255,5342023Assets 2024: $253,850Liabilities 2024: $0Net Assets 2024: $253,8502024

Highlighted filing

2024

Assets$253,850
Liabilities$0
Net Assets$253,850
Open 2024 Filing

Operations Trend

Revenue Growth61st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KExpenses 2010: $35,3142010Expenses 2011: $27,9622011Expenses 2012: $32,9462012Revenue 2013: $31,975Expenses 2013: $42,386Net Income 2013: -$10,4112013Revenue 2014: $40,155Expenses 2014: $41,127Net Income 2014: -$9722014Revenue 2015: $59,296Expenses 2015: $37,565Net Income 2015: $21,7312015Revenue 2016: $47,529Expenses 2016: $45,528Net Income 2016: $2,0012016Revenue 2017: $18,309Expenses 2017: $39,334Net Income 2017: -$21,0252017Revenue 2018: $15,777Expenses 2018: $57,807Net Income 2018: -$42,0302018Revenue 2019: $42,582Expenses 2019: $49,127Net Income 2019: -$6,5452019Revenue 2020: $77,464Expenses 2020: $100,902Net Income 2020: -$23,4382020Revenue 2021: $147,384Expenses 2021: $136,990Net Income 2021: $10,3942021Revenue 2022: $48,349Expenses 2022: $96,692Net Income 2022: -$48,3432022Revenue 2023: $56,288Expenses 2023: $55,155Net Income 2023: $1,1332023Revenue 2024: $56,204Expenses 2024: $57,888Net Income 2024: -$1,6842024

Highlighted filing

2024

Revenue$56,204
Expenses$57,888
Net Income-$1,684
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$253,850
Liabilities
$0
Net assets
$253,850
Revenue
$56,204
Expenses
$57,888
Net income
-$1,684
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$0.56$0.58$0.02
2023Detailed filing. Detailed filing data is available for this year.$2.56$0.00$2.56$0.56$0.55$0.01
2022Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$0.48$0.97$0.48
2021Detailed filing. Detailed filing data is available for this year.$3.03$0.00$3.03$1.47$1.37$0.10
2020Detailed filing. Detailed filing data is available for this year.$2.92$0.00$2.92$0.77$1.01$0.23
2019Detailed filing. Detailed filing data is available for this year.$3.16$0.00$3.16$0.43$0.49$0.07
2018Detailed filing. Detailed filing data is available for this year.$3.22$0.00$3.22$0.16$0.58$0.42
2017Detailed filing. Detailed filing data is available for this year.$3.64$0.00$3.64$0.18$0.39$0.21
2016Detailed filing. Detailed filing data is available for this year.$3.85$0.00$3.85$0.48$0.46$0.02
2015Detailed filing. Detailed filing data is available for this year.$3.83$0.00$3.83$0.59$0.38$0.22
2014Detailed filing. Detailed filing data is available for this year.$3.61$0.00$3.61$0.40$0.41$0.01
2013Detailed filing. Detailed filing data is available for this year.$3.62$0.00$3.62$0.32$0.42$0.10
2012Detailed filing. Detailed filing data is available for this year.$3.72$0.00$3.72$0.33
2011Detailed filing. Detailed filing data is available for this year.$3.63$0.00$3.63$0.28
2010Detailed filing. Detailed filing data is available for this year.$3.93$0.00$3.93$0.35
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 10, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID R STERTZTreasurer-$0--
SHARON WEINREBPresident-$0--
MICHAEL STERTZSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Stertz Famly Foundation
EIN
26-1607840
Phone
6317541600
Address
7 COBBLESTONE COURT, CENTERPORT, NY 11721

Signing Officer

Name
David R Stertz
Title
Treasurer
Signed
2025-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Sasserath & Co LLP
Address
4175 Veterans Memorial Highway Suit, Ronkonkoma, NY 11779
Preparer
Bruce a Rosen CPA
Phone
6317541600
Raw XML Appendix239 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt044030
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt04328
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0181601
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0177273
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt19183
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT ADVISORY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt19183
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt19183
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID R STERTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STERTZ FAMLY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0STER
ReturnHeader/Filer/EIN0261607840
ReturnHeader/Filer/PhoneNum06317541600
ReturnHeader/Filer/USAddress/AddressLine1Txt07 COBBLESTONE COURT
ReturnHeader/Filer/USAddress/CityNm0CENTERPORT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011721
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0871477713
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Sasserath & Co LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04175 Veterans Memorial Highway Suit
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Ronkonkoma
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011779
ReturnHeader/PreparerPersonGrp/PhoneNum06317541600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRUCE A ROSEN CPA
ReturnHeader/ReturnTs02025-11-10T08:58:57-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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